Solventum (SOLV) Aperçu de l'action
Solventum Corporation, une entreprise de soins de santé, développe, fabrique et commercialise un portefeuille de solutions pour répondre aux besoins critiques des clients et des patients aux États-Unis et dans le monde. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 5/6 |
| Croissance future | 1/6 |
| Performances passées | 3/6 |
| Santé financière | 1/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
SOLV Community Fair Values
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Analyst Price Targets
Solventum Corporation Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$78.27 |
| Plus haut sur 52 semaines | US$88.20 |
| Plus bas sur 52 semaines | US$62.38 |
| Bêta | 0.72 |
| Variation sur 1 mois | -3.38% |
| Variation sur 3 mois | 25.25% |
| Variation sur 1 an | 2.66% |
| Variation sur 3 ans | n/a |
| Variation sur 5 ans | n/a |
| Évolution depuis l'introduction en bourse | -2.16% |
Nouvelles et mises à jour récentes
Mise à jour du récit • Jun 26
SOLV: Margin Recovery Pace Will Likely Restrain Future Share Performance
Analysts have trimmed the Solventum fair value estimate from $71.00 to $60.00, while updating their assumptions to reflect a slightly lower discount rate, modestly positive revenue growth, a small pullback in profit margin expectations, and a reduced future P/E. They cited both recent price target revisions and fresh coverage that highlights the stock's valuation against its healthcare peers.
Mise à jour du récit • Jun 11
SOLV: Activist Demands And Margin Repair Will Guide Future P/E Re Rating
Solventum's analyst price target has shifted modestly, with updated assumptions on discount rate, revenue growth, profit margins and future P/E. This reflects a mix of fresh Outperform initiations around $94 and recent target trims from other firms, as analysts reassess the stock following its spin from 3M.Mise à jour du récit • May 28
SOLV: Activist Pressure And Margin Discipline Will Shape Future P/E Re Rating
Solventum's analyst price target has shifted lower by about $2 per share as analysts balance a slightly reduced fair value estimate and profit margin outlook with updated assumptions for revenue growth, discount rate, and future P/E multiples following recent research coverage and target changes across the Street. Analyst Commentary Bullish Takeaways Bullish analysts see Solventum as a special situation with multiple potential catalysts, pointing to the company’s mix of MedSurg, Dental Solutions, and Health Info Systems as an underpinning for long term growth potential.Recent updates
Mise à jour du récit • Jun 26
SOLV: Margin Recovery Pace Will Likely Restrain Future Share Performance
Analysts have trimmed the Solventum fair value estimate from $71.00 to $60.00, while updating their assumptions to reflect a slightly lower discount rate, modestly positive revenue growth, a small pullback in profit margin expectations, and a reduced future P/E. They cited both recent price target revisions and fresh coverage that highlights the stock's valuation against its healthcare peers.Mise à jour du récit • Jun 11
SOLV: Activist Demands And Margin Repair Will Guide Future P/E Re Rating
Solventum's analyst price target has shifted modestly, with updated assumptions on discount rate, revenue growth, profit margins and future P/E. This reflects a mix of fresh Outperform initiations around $94 and recent target trims from other firms, as analysts reassess the stock following its spin from 3M.Mise à jour du récit • May 28
SOLV: Activist Pressure And Margin Discipline Will Shape Future P/E Re Rating
Solventum's analyst price target has shifted lower by about $2 per share as analysts balance a slightly reduced fair value estimate and profit margin outlook with updated assumptions for revenue growth, discount rate, and future P/E multiples following recent research coverage and target changes across the Street. Analyst Commentary Bullish Takeaways Bullish analysts see Solventum as a special situation with multiple potential catalysts, pointing to the company’s mix of MedSurg, Dental Solutions, and Health Info Systems as an underpinning for long term growth potential.Article d’analyse • May 13
Solventum's (NYSE:SOLV) Solid Earnings May Rest On Weak Foundations
The market for Solventum Corporation's ( NYSE:SOLV ) stock was strong after it released a healthy earnings report last...Mise à jour du récit • Apr 29
SOLV: 2026 Capital Allocation And Margin Discipline Will Support P/E Re Rating
The analyst price target for Solventum has been trimmed by about $1, reflecting recent cuts to Street targets and updated assumptions for slightly lower revenue, a modestly higher profit margin, and a small adjustment to future P/E expectations. Analyst Commentary Recent Street research on Solventum reflects a mix of optimism and caution, with several firms revising price targets and one new initiation with a bearish stance.Mise à jour du récit • Apr 15
SOLV: 2026 Capital Allocation And Margin Execution Will Support Multiple Expansion
The analyst price target for Solventum has been trimmed by about $5, as analysts factor in more conservative profit margin assumptions and slightly higher required returns, despite mixed recent rating changes on the stock. Analyst Commentary Recent Street research on Solventum reflects a mix of optimism and caution, with target changes and rating shifts clustered around the latest earnings update and subsequent model revisions.Seeking Alpha • Apr 08
Solventum: A Hidden Breakup Story In Healthcare
Summary Solventum has a few good businesses, but the market is treating it as a complicated company. Its main parts are MedSurg, Dental, HIS, and a smaller Water / All Other. The thesis says the stock looks much cheaper than the value of the parts. The business could be worth about $166.6 per share based on SOTP analysis. The main idea is to keep MedSurg as the core business and see more value in the other parts on their own. Even in a portfolio simplification case, followed by Operational Margin increase, the shares could surge to as high as $186 per share. Read the full article on Seeking AlphaMise à jour du récit • Mar 22
SOLV: 2026 Capital Allocation And Medtech Positioning Will Support Multiple Expansion
Analysts have modestly raised Solventum's implied price target to about $90.17, with recent research citing updated models after Q4 earnings, a series of upgrades, and adjusted assumptions for the discount rate and future P/E as key drivers of the change. Analyst Commentary Recent Street research around Solventum centers on refreshed models after Q4 earnings, a series of rating changes, and a wide range of price targets that cluster around the low to mid double digits.Mise à jour du récit • Mar 07
SOLV: 2026 Medtech Positioning And Capital Allocation Agenda Will Drive Future Upside
The analyst price target for Solventum has been adjusted from $89.25 to about $90.17, reflecting updated models after recent earnings and a series of supporting revisions from multiple firms that now view it as one of their preferred MedTech ideas heading into 2026. Analyst Commentary Recent research updates on Solventum cluster around revised models after earnings and a reset of expectations for large cap MedTech into 2026, with several firms adjusting price targets and ratings as they refine their views on valuation and execution risk.Mise à jour du récit • Feb 21
SOLV: 2026 Medtech Setup And Top-Idea Status Will Drive Future Upside
Solventum's analyst price targets have moved modestly higher toward $105, with analysts pointing to a more constructive medtech setup into 2026 and highlighting the stock as one of their preferred large cap ideas following recent upgrades at several firms. Analyst Commentary Recent research has focused on how Solventum fits into a broader large cap medtech group, with several firms adjusting targets and ratings as they refine expectations into 2026.Mise à jour du récit • Feb 06
SOLV: Top-Idea Status And Buybacks Will Support Future Upside Potential
Analysts have nudged their price target on Solventum higher, with the fair value estimate moving from about $88.55 to $89.25. This change reflects updated expectations for slightly faster revenue growth and modestly higher future P/E multiples following recent upgrades and more constructive views on large cap MedTech coverage.Mise à jour du récit • Jan 21
SOLV: MedTech Top-Idea Status And Buybacks Will Support Gradual Upside
Analysts have lifted their price target on Solventum from about $85.64 to roughly $88.55, citing updated expectations for revenue growth, a slightly higher future P/E and recent bullish research that highlights the company as a top MedTech idea. Analyst Commentary Recent research coverage on Solventum has leaned constructive, with several reports treating the stock as a key MedTech idea and adjusting price targets accordingly.Mise à jour du récit • Jan 06
SOLV: Wound Therapy Guidance And Buybacks Will Support Measured, Gradual Upside Ahead
Analysts now see Solventum’s fair value inching up from US$84.36 to US$85.64, reflecting small tweaks to discount rate, revenue growth, profit margin, and future P/E assumptions in their models. What's in the News Solventum announced updated consensus recommendations from an international panel of surgeons and wound care experts on the clinical use of closed incision negative pressure therapy (ciNPT) with reticulated open cell foam (ROCF) dressings, published in the International Wound Journal.Mise à jour du récit • Dec 13
SOLV: Portfolio Streamlining And Buybacks Will Support Balanced, Gradual Upside Ahead
Analysts have modestly raised their price target on Solventum, reflecting an updated fair value estimate of approximately $84.36 from about $82.80, as they factor in the impact of the company's P&F business sale and slightly improved long term valuation assumptions. Analyst Commentary Bullish Takeaways Bullish analysts view the P&F business sale as a cleaner portfolio move that supports a more focused operating model and clearer earnings trajectory.Article d’analyse • Dec 05
Solventum Corporation (NYSE:SOLV) Surges 26% Yet Its Low P/E Is No Reason For Excitement
Solventum Corporation ( NYSE:SOLV ) shares have had a really impressive month, gaining 26% after a shaky period...Mise à jour du récit • Nov 28
SOLV: Portfolio Changes And Share Buybacks Will Support Measured Improvement Ahead
Analysts have revised Solventum's price target slightly downward to $82.80 from $84.11. This change reflects updated expectations for revenue growth and profitability following recent strategic changes and portfolio reshaping initiatives.Mise à jour du récit • Nov 14
SOLV: Portfolio Reshaping And Sale Will Drive Momentum Into 2025
Analysts have revised Solventum's price target upward by $3 to $82. They cite recent portfolio changes as well as expectations for an improved cost structure and organic growth.Mise à jour du récit • Oct 31
SOLV: Portfolio Reshaping And Cost Controls Will Improve Outlook For 2025
Solventum's analyst price target has been raised by $3 to $82, as analysts point to recent portfolio reshaping and the sale of the P&F business as key factors that support an improved outlook. Analyst Commentary Recent analyst updates reflect a mix of positive developments and continued caution surrounding Solventum’s performance and outlook.Mise à jour du récit • Oct 17
Commercial Restructuring And New Product Launches Will Broaden International Reach
Solventum's analyst price target increased modestly to $82 from $79, as analysts point to the recent divestiture of its P&F business, along with ongoing improvements in its portfolio and cost structure, as key drivers for the update. Analyst Commentary Analyst sentiment on Solventum reflects a balance of cautious optimism and highlighted risks as the company navigates portfolio changes and future growth prospects.Mise à jour du récit • Oct 03
Commercial Restructuring And New Product Launches Will Broaden International Reach
Analysts have modestly lowered their average price target for Solventum by $1.60 to $85.11, citing recent portfolio reshaping and tempered profit margin expectations. Analyst Commentary Recent analyst research reflects a mix of optimism and caution regarding Solventum's future valuation and growth trajectory.Mise à jour du récit • Sep 04
Commercial Restructuring And New Product Launches Will Broaden International Reach
As there were no material changes in Solventum’s revenue growth or net profit margin forecasts, the consensus analyst price target remains unchanged at $86.71. What's in the News Solventum completed the $4 billion divestiture of its Purification & Filtration business to Thermo Fisher, using most of the $3.4 billion net proceeds to reduce debt and strengthen the balance sheet while raising FY25 organic sales growth, adjusted EPS, free cash flow, and operating margin guidance.
Nouveau récit • Mar 30
New VAC Product And AI Will Simplify Procedures
Streamlining operations and divesting non-core assets are expected to improve margins, reduce leverage, and focus growth efforts on core segments.Seeking Alpha • Feb 26
Solventum: An Impressive Sale Of Purification And Filtration
Summary Solventum's impressive $4.1 billion divestment to Thermo Fisher significantly reduces debt, enhancing its financial stability and potentially boosting earnings per share. The strategic sale has made me more optimistic about Solventum's future, maintaining a modest long position. The company's valuation remains attractive, with earnings multiples reasonable, especially considering the substantial deleveraging progress. Solventum still needs to achieve solid organic growth, but the recent positive developments justify continued investment. Read the full article on Seeking AlphaSeeking Alpha • Nov 30
Solventum: Concerns After A Partial Re-Rating
Summary Solventum's sales and margins have shown modest improvement, but concerns about 2025 earnings due to non-quantified headwinds make me cautious at current levels. The company, spun off from 3M, has a diversified healthcare portfolio but has faced flattish sales and high debt, impacting its valuation. Despite recent stock gains and improved guidance, potential 2025 earnings pressure from costs and investments warrants a cautious approach, prompting me to trim my position. Solventum's exploration of selling its purification filtration business could be a potential catalyst, but the impact remains uncertain without indicative pricing. Read the full article on Seeking AlphaSeeking Alpha • Sep 11
Solventum: No Rush To Buy As Post-Spin Execution Will Take Time To Play Out
Summary 3M's healthcare spinoff, Solventum (SOLV), has seen its share price decline by 15% since the event in April, even as its parent has moved up steadily by 26%. SOLV could lose market share, with management projecting only 0.5% growth for FY24 and consensus expecting a similar cadence of revenue growth next year, well below the 4-6% industry growth. Solventum's financial health is strained by a high debt load and potentially lower threshold of FCF generation, dampening any near-term prospects of a dividend. Despite a compelling forward P/E ratio, investors should note that SOLV's earnings growth will be weighed down by a higher cost base as a standalone entity. SOLV's stock has benefitted from decent momentum since mid-July, but conditions are now looking overbought. Read the full article on Seeking AlphaRendement pour les actionnaires
| SOLV | US Medical Equipment | US Marché | |
|---|---|---|---|
| 7D | 0.04% | 2.2% | 1.6% |
| 1Y | 2.7% | -19.0% | 18.6% |
Rendement vs Industrie: SOLV a dépassé le secteur US Medical Equipment qui a rapporté -19 % au cours de l'année écoulée.
Rendement vs marché: SOLV a sous-performé le marché US qui a rapporté 18.6 % au cours de l'année écoulée.
Volatilité des prix
| SOLV volatility | |
|---|---|
| SOLV Average Weekly Movement | 4.3% |
| Medical Equipment Industry Average Movement | 8.5% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: SOLV n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de SOLV ( 4% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2023 | 20,584 | Bryan Hanson | www.solventum.com |
Solventum Corporation, une entreprise de soins de santé, développe, fabrique et commercialise un portefeuille de solutions pour répondre aux besoins critiques des clients et des patients aux États-Unis et dans le monde. Elle opère à travers trois segments : Medsurg, Dental Solutions et Health Information Systems. Le segment Medsurg propose des solutions telles que la thérapie des plaies par pression négative, les pansements avancés, les soins de la peau avancés, les matrices de tissus synthétiques, la gestion des sites d'injection, l'assurance de la stérilisation, la gestion de la température, les fournitures chirurgicales, les rubans et enveloppes médicaux, les stéthoscopes, les électrodes médicales et les technologies médicales pour les fabricants d'équipements d'origine.
Solventum Corporation Résumé des fondamentaux
| SOLV statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$13.55b |
| Bénéfices(TTM) | US$1.43b |
| Recettes(TTM) | US$8.26b |
9.5x
Ratio P/E1.6x
Ratio P/SLe site SOLV est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| SOLV compte de résultat (TTM) | |
|---|---|
| Recettes | US$8.26b |
| Coût des recettes | US$3.83b |
| Marge brute | US$4.43b |
| Autres dépenses | US$3.00b |
| Les revenus | US$1.43b |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 8.27 |
| Marge brute | 53.66% |
| Marge bénéficiaire nette | 17.33% |
| Ratio dettes/capitaux propres | 102.3% |
Quelles ont été les performances à long terme de SOLV?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/06 05:25 |
| Cours de l'action en fin de journée | 2026/07/02 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Solventum Corporation est couverte par 17 analystes. 13 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Travis Steed | BofA Global Research |
| Michael Gorman | BTIG |
| David Roman | Goldman Sachs |